Our Firm

After years with major brokerage firms and working with individuals and families, it became apparent that most people's life and money can be in discord regardless of their income. Finances for Life, LLC was founded on this realization. At FFL, we believe in integrating your life and money. Our approach is holistic in nature. As Rick Warren puts it, "the way you see life, shapes your life." We believe that peace of mind comes from planning for each life stage and that your personal and investment plan should reflect how you want to live your life, and how you can use your hard earned money in a smart way.

Finances for Life, LLC is independent from any specific investment company which allows us to use the vehicles which best suit your objectives. We come with no product in hand, instead we explore your goals and life dreams first and foremost.  Then we help you prioritize them, and serve as your sounding board. Only then do we integrate the financial considerations once we have a clear picture of how you want to go forward. We do this by analyzing and evaluating your financial data and researching the services and products that aim to meet your needs. We give you what you need to know, not what you want to hear. We build relationships based on trust, respect and mutual understanding. We understand the importance of having an independent adviser to aid in lifting the burden of financial worry so that you may focus your energies on your families, work and life's passion.